- Citigroup (Cerritos, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- TIAA (Sherman Oaks, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- University of Southern California (Los Angeles, CA)
- …Downtown/Development-Research- Analyst \_REQ20147951/apply) University Advancement Los Angeles, ... on prospects and assign estimated gift capacity ratings based on comprehensive wealth analysis. + Produce briefings for senior university officials for events,… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL OPERATIONS SERVICES ANALYST - LEADERSHIP & EXCELLENCE ANALYST PROGRAM (LEAP)* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Leadership ... & Excellence Analyst Program (LEAP) is designed to develop the technical...3 business areas: Commercial & Corporate Banking, Banking & Wealth Management, and Entertainment Banking * Trading and service… more
- MUFG (Los Angeles, CA)
- …more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst 's primary responsibility is to assist JCB corporate banking clients in ... rates are agreed upon. As a JCB Client Services Analyst , you will contribute to the growth of JCB...industry is required + Prior experience in corporate banking, wealth management or at a senior retail branch level… more
- Niagara Bottling LLC (Diamond Bar, CA)
- …career. We offer competitive compensation and benefits packages for our Team Members. Financial Analyst I The Financial Analyst I is responsible in assisting to ... data models to aid in better understanding overall financial performance and wealth enhancement. + Create and/or generate necessary reporting and analyses for… more
- City National Bank (Los Angeles, CA)
- …OFFICE SENIOR BUSINESS ANALYST * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and ... guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. What you will do * Build and sustain effective relationships and alliances both internally and across all lines of… more
- Citigroup (Los Angeles, CA)
- …performance and effectiveness of the sub-function/job family. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... from the Banker teams. + Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely. + Take ownership of… more